Wedbush Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
89,447
-13,424
| -13% | -$474K | 0.11% | 135 |
|
|
2025
Q1 | $3.45M | Buy |
102,871
+2,549
| +3% | +$85.4K | 0.13% | 117 |
|
|
2024
Q4 | $3.6M | Buy |
100,322
+37,576
| +60% | +$1.35M | 0.13% | 116 |
|
|
2024
Q3 | $2.28M | Buy |
62,746
+5,166
| +9% | +$188K | 0.08% | 173 |
|
|
2024
Q2 | $1.92M | Buy |
57,580
+10,517
| +22% | +$351K | 0.07% | 207 |
|
|
2024
Q1 | $1.64M | Buy |
47,063
+38,176
| +430% | +$1.33M | 0.06% | 249 |
|
|
2023
Q4 | $291K | Sell |
8,887
-682
| -7% | -$22.3K | 0.01% | 787 |
|
|
2023
Q3 | $270K | Hold |
9,569
| – | – | 0.01% | 771 |
|
|
2023
Q2 | $271K | Buy |
+9,569
| New | +$271K | 0.01% | 804 |
|